Before you start the setup process, make sure you meet these prerequisites: 1. Subscription Plan: You must be subscribed to the 497 Pro Plan to access this feature. 2. Stripe Account: Ensure you have a Stripe account connected to your agency dashboard. 3. Client Preparation: At least one client should have their credit card details entered into their sub-account or be listed in your Stripe account for Twilio Rebilling to be activated. Activation Process Access Your Agency Account 1. Navigate to Sub-Accounts: Go to the 'Sub-Accounts' section in your agency view. 2. Activate SaaS Mode: Find the sub-account you want to activate. Click on the three dots icon next to it and select 'Switch to SaaS'. Note that the sub-account must have at least one location admin to enable SaaS mode. Add a Credit Card You have several options to add a credit card to the sub-account: Share a Link: Copy and send a link to your customer that directs them to the Customer Billing tab in their sub-account. Request via Email or SMS: Use pre-set templates to request card details through email or SMS. Activate from Stripe: If the customer is already in your Stripe account, you can activate their details directly. Customer Billing Overview Once the credit card information is added or the customer is activated from Stripe, they can view and manage their payment details, transaction history, and billing setup in the Customer Billing tab. An initial charge of $11 will be applied to establish the account balance. Enable Twilio Resell Settings 1. Return to Agency Account: Go back to your agency dashboard and access the client's details. 2. Activate SaaS Mode: Enable SaaS mode to activate the Twilio Resell Settings. 3. Set Profit Margin: Adjust the profit level slider to determine your desired profit margin on Twilio charges. For example, setting a 100% markup will double the charge to your client, generating profit on each Twilio transaction. The system will automatically recharge the client’s card when their balance falls below a specified threshold, ensuring continuous service and profitability for your agency. Key Considerations International Rates: Be aware that rates may differ outside the US. Charge Settlement: Twilio charges can take up to 24 hours to settle. Troubleshooting and FAQs Issue: Missing Option to Switch to SaaS Mode Solution: Confirm that the sub-account has at least one location admin. If not, add an admin and try again. Issue: Adjusting Profit Margin Solution: Use the profit level slider in the Twilio Resell Settings to modify your margin based on your requirements. Issue: Delays in Charge Settlement Solution: Twilio charges may take up to 24 hours to process. Keep an eye on your account and contact support if there are any discrepancies.